First Shelbourne is a low-fee registered investment advisory firm in New York that manages retirement and brokerage accounts.
As a fiduciary, we receive no commissions, have industry-low fees, and don’t sell any investment products.
First Shelbourne is a single-member advisory firm founded by Christopher Wargas, who decided to start this firm with one goal: to help individuals invest their hard-earned money while controlling risk and paying industry-low fees. Chris is fully licensed, insured, and registered in the state of New York and is a Series 65 holder.
We invest your capital in a prudent manner, specializing in buying individual bonds for maximum portfolio stability. For equity investments, we purchase index ETFs and individual businesses with high returns on capital that are leaders in their respective industries.
Chris holds the CFE® designation and is a member of the Association of Certified Fraud Examiners (ACFE). Individuals who have obtained the CFE credential understand the underlying factors that motivate people to commit fraud and are trained to identify red flags that indicate evidence of fraud and fraud risk.
5/5 Ratings
*Reviewer is a current client and has not been compensated or granted any special privileges for their review.
Chris was recently featured in a documentary aired by the Korean Broadcasting System, which is South Korea's largest public media outlet. The documentary was about investors in South Korea being sold risky derivative products in which they lost a large amount of their retirement savings. Click the image and fast-forward to the 35-minute mark to watch Chris.
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Need more questions answered before contacting us? You can view our FAQ page where we answer the most common questions we receive.
© 2023 First Shelbourne LLC, All rights reserved.
First Shelbourne LLC is a registered investment advisor in New York. Financial advisor services are offered through First Shelbourne LLC, an investment advisory firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by First Shelbourne to be reliable, are not necessarily all-inclusive, and are not guaranteed as to accuracy.
For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.
First Shelbourne LLC. Copyright 2023. All rights reserved